Sentinel Low Duration Bond Fund Class S

 (MUTF:SSSGX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-0.12%  
1 week
   
-0.12%  
4 week   +0.01%
   
3 month   +0.01%
   
YTD   +1.43%
   
1 year   +0.46%
   
3 years*   +0.38%
   
5 years*   +0.19%
   
*annualized
Best 3 month return+2.50%  
Worst 3 month return-2.03%  

Morningstar statistics

Morningstar category: Short-Term Bond
  Return Risk Rating
3 years Low Above Average
5 years Low Above Average
10 years Below Average Below Average
Overall Below Average Average

Key statistics

Total assets279.53M 
Front load-  
Deferred load-  
Expense ratio1.16%  
Management fee-  
Fund familySentinel 

Asset allocation

Cash22.95%  
Stocks0.00%  
Bonds76.16%  
Other0.89%  

Purchase information

Initial$1,000  
Additional$50  
IRA Initial$1,000  
AIP Initial$50  
AIP Additional$50  
8.47-0.01(-0.12%)
Sep 20, 8:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks high current income and limited fluctuations in principal value. The fund normally invests at least 80% of its net assets in fixed income instruments and related derivatives. It seeks to achieve its investment objective by investing principally in a diversified portfolio of fixed income instruments of varying maturities, and related derivatives. The manager expects to invest at least 50% of its total assets in investment grade debt securities.
Fund filings (PDF) »
Asset manager:
Jason Doiron (Started: Mar 29, 2012)
Advisor Company:
Sentinel Asset Management Inc
Fund family reports on Morningstar »
Sentinel, 1 Financial Life Drive, Montpelier, VT 05604, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* -0.17 -0.65 -0.50 0.24
Beta* 0.39 0.25 0.24 0.23
Mean annual return 0.04 0.02 0.02 0.13
R-squared* 87.33 16.22 20.50 26.91
Standard deviation 1.30 1.76 1.54 1.48
Sharpe ratio -0.18 -0.04 -0.01 0.80
* Against standard index

Top 10 holdings